Sentences with phrase «role as a portfolio manager»

In his role as a portfolio manager, he is responsible for final buy and sell decisions, portfolio construction and risk and cash management.

Ryan Kelley brings over two decades of experience to his role as Portfolio Manager.

David Rainey brings over three decades of experience to his role as Portfolio Manager for the Hennessy Focus Fund.

Ira Rothberg brings nearly two decades of experience to his role as Portfolio Manager for the Hennessy Focus Fund.

In his current role as Portfolio Manager, Mr. Crouch is primarily focused on the strategic, transactional, financing and fundraising sides of both opportunistic investments and credit originations related to commercial and multifamily real estate across the U.S. and Europe.

Not exact matches

Mr. Sack will step down as head of the Markets Group and Manager of the System Open Market Account (SOMA) today as announced on April 5, 2012, and in his new role, he will no longer be involved in the management of the Markets Group or the SOMA portfolio.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

She joined Wellcap Partners as an assistant portfolio manager, followed by a role at Boston Avenue Capital as a portfolio manager, during which time she took a role as interim Chief Operations Officer of Compumed, a public company specializing in medical devices for osteoporosis testing.

Liam joined Aviva Investors as a senior portfolio manager before assuming his current role.

In his role as a core equity portfolio manager, he is responsible for the final buy and sell decisions, portfolio construction and risk and cash management, as well as participating in the research process and strategy discussions.

In his role as a core equity portfolio manager, Kevin is responsible for final buy and sell decisions, portfolio construction and risk and cash management.

In this role, Mr. Rahman serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team.

His prior roles included serving as Regional Portfolio Manager of Key Private Bank in Dayton, Portfolio Manager in the Private Client Group at National City in Dayton and Portfolio Manager & Equity Analyst, Private Bank & Trust Group of Star Bank in Cincinnati, Ohio.

For over a decade, Brooks Ellis has not only helped build and solidify our hospitality portfolio in the Southeast Districts, he has also furthered his own Towne Park career that began as a valet and led to his current role as Orlando's Senior District Manager.

Recognize that DPS is at risk for financial collapse and develop a plan to replace DPS with a community «portfolio manager» board and superintendent who will see their role as overseeing a citywide system of high - quality schools rather than operating schools directly.

In addition, he also spent time in roles as Senior Portfolio Manager, Chief Portfolio Strategist and Director of Trading Operations for Saliba Portfolio Management, a hedge fund specializing in overlay solutions in Chicago, IL.

In truth the quant is as much a threat to the classic portfolio manager role as the machine is to human labor.

Prior experience includes roles as managing director, global at Van Eck Glob al, where he ran the Hong Kong office and was lead portfolio manager for international equities, chief investment officer at Peregrine Asset Management in Hong Kong and principal of Wanger Asset Management in Chicago.

So when it comes to helping people with their finances, I see my role as being more like that of a General Manager for a hockey team — that is, to bring together the best people and to build the best portfolio management team possible, no matter if it's finding the best index fund, dividend fund or small cap fund manager out there for my cManager for a hockey team — that is, to bring together the best people and to build the best portfolio management team possible, no matter if it's finding the best index fund, dividend fund or small cap fund manager out there for my cmanager out there for my clients.

Prior to joining Sun Life Assurance Company of Canada in 2013, he had roles at a major Canadian pension plan implementing and managing its credit long / short strategy and then as Trader / Portfolio Manager in its Global Capital Markets division.

In his role as assistant fund manager he transferred to Aberdeen's Singapore office in 2004 to facilitate the incorporation of Asian fixed income into global bond portfolios, before joining the Asian fixed income team in 2005 to focus on Asian local currency interest rate and foreign exchange strategy.

ETFs usually have lower management fees as they are passively managed and the portfolio managers» role is not as significant here as is in case of CEFs.

The Role: Working within the Corporate team as an Account Manager, you will be responsible for selling fleet solutions to an existing client portfolio, through cross-selling and up - selling.

IT Leadership - PMO and Project / Portfolio / Change / Application Portfolio Management Assigned to an IT program manager role for management of a six company subsidiary integration to form NTT DATA Re-framed and subsequently instituting a portfolio governance practices via a functional representative - based operating committee Re-formed the Corporate IT PMO practices within a multi-geography team environment Analyzed and developed a turn - around roadmap to address fundamental weakness in our internal delivery capability in partnership with both the PM staff members, as well as our stakPortfolio / Change / Application Portfolio Management Assigned to an IT program manager role for management of a six company subsidiary integration to form NTT DATA Re-framed and subsequently instituting a portfolio governance practices via a functional representative - based operating committee Re-formed the Corporate IT PMO practices within a multi-geography team environment Analyzed and developed a turn - around roadmap to address fundamental weakness in our internal delivery capability in partnership with both the PM staff members, as well as our stakPortfolio Management Assigned to an IT program manager role for management of a six company subsidiary integration to form NTT DATA Re-framed and subsequently instituting a portfolio governance practices via a functional representative - based operating committee Re-formed the Corporate IT PMO practices within a multi-geography team environment Analyzed and developed a turn - around roadmap to address fundamental weakness in our internal delivery capability in partnership with both the PM staff members, as well as our stakportfolio governance practices via a functional representative - based operating committee Re-formed the Corporate IT PMO practices within a multi-geography team environment Analyzed and developed a turn - around roadmap to address fundamental weakness in our internal delivery capability in partnership with both the PM staff members, as well as our stakeholders.